Agency Schedule Detail

Authorization Number : 11100628

Agency Series No. : EX/EN ASSE

Status : Active

Agency Web Link :

Agency : TAX

Confidential Description : ORC 5703.21 1346.03

Division : TAX3201

Vital Description :

Section : TAX3201

Record Title : Excise and Energy Tax Assessment Files

Revision : 1

Record Description : These files are for assessments issued to beer, wine, severance, horse racing, kilowatt, natural gas, motor fuel, IFTA(International Fuel Tax Agreement), casino and tire fee taxpayers. The files contain the recommendation for assessment, the notice of assessment, the audit work papers and related correspondence/documentation.

Retention Period	Retention Justification	Media Code	Method of Disposal
Destroy 5 years after the end of the calendar year in which payment is received or assessment was cancelled.	This is in accordance with 5703.35	Paper	Shred
Destroy 5 years after the end of the calendar year in which payment is received or assessmnt was cancelled.	This is in accordance with 5703.35	Electronic	Delete

Approvals

Status	Name	Title	Date
Approved	Sandy Weimer	Records Coordinator	5/22/2013 1:24:00 PM
Approved	Sandy Weimer	Records Officer	5/22/2013 2:31:00 PM
Approved	Bunnie Jones	Record Administrator	6/17/2013 11:08:00 AM
Approved	Martin Meeks	State Auditor	6/21/2013 3:35:00 PM
Approved	Fred Previts	State Archivist	6/27/2013 1:03:00 PM

Notes

Date	Reason	User